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QuickBooks Desktop Year End Resources

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We know you are busy, so we have collected all the articles and information you need to prepare your business for the end of the year.   We will also be updating this post throughout the season to keep you up to date. 

 

Year end guide and checklist for QuickBooks Desktop

 

Year end checklist for QuickBooks Desktop Payroll

 

Year end checklist for QuickBooks Desktop Payroll Assisted

10 Comments
Level 1

Re: QuickBooks Desktop Year End Resources

on memorized transaction (twice a month) the next date amount of bill is differant than the fist bill

Moderator

Re: QuickBooks Desktop Year End Resources

Thanks for reaching out in the Community forum, GreenVinas.

 

To further isolate the issue, I recommend checking the amount on the transaction if it's combined will still equal the monthly amount. As QuickBooks Desktop divide transaction amounts into two, so the total amounts on each month are equal. 

 

However, if the transaction amounts are incorrect, to resolve the issue, delete and recreate the transaction. 

 

To delete a memorized transaction, here's how:

  1. Go to the Lists menu at the top. 
  2. Choose Memorized Transaction List, 
  3. Locate the transaction, then select the Memorized Transaction drop-down.
  4. Pick Delete Memorized Transaction.
  5. Hit OK

You can refer to this article for more information about the above process: Create, edit, or delete memorized transactions.

 

Let me know how it goes on your end. I want to make sure you're properly taken care of.  Have a great day!

Level 1

Re: QuickBooks Desktop Year End Resources

We have Desktop Payroll Basic and in payroll item list under our state unemployment wage limit (Idaho) it is still showing last years' (2019) limit. Since we cannot change this manually how do we fix this? We've updated the tax tables and it hasn't been changed on there.

Level 2

Re: QuickBooks Desktop Year End Resources

This year on desktop QB Pro 2019, the field shows W2 and W3 forms to print. W2 will print but W3 is not. Any ideas you can offer?

Moderator

Re: QuickBooks Desktop Year End Resources

Thank you for posting here in the Community, @trs00.

 

Right now, manually changing the State Unemployment limit is unavailable in QuickBooks Desktop. The software automatically adds the new wage limit once we receive updates from your agency.

 

The process ensures we stay compliant with your state tax laws and regulations. If there are no changes yet after making a tax table update, I recommend waiting for the next one.

 

Any updates from your agency will be added to our program to ensure your books will be correct. For future reference about the latest tax table, check out the Latest payroll news and updates article. It provides an overview of the latest news about the QuickBooks Desktop Payroll.

 

Get back to me whenever you have additional questions or concerns. Please know the Community has your back, and I'm here ready to help you. Have a good one.

QuickBooks Team

Re: QuickBooks Desktop Year End Resources

Let me help you print your W-3 forms, @sprints.

 

First, let's make sure to select the W-3 form in the For government section, then select Print PDF. Please see the image below.
 



If the button does not respond, follow the steps on this articles. This will make sure that you're able to print your W-3.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.

Level 2

Re: QuickBooks Desktop Year End Resources

That screen looks familiar. What was the tabs selected to get to it?

Under EMPLOYEES/PAYROLL CENTER I find this. But selecting W2/W3 only prints W2.

 

QuickBooks Team

Re: QuickBooks Desktop Year End Resources

Thanks for coming back, sprints.

 

Yes, your right. You can go to Employees the menu and Payroll Center tab to print the W2 and W3 forms. 

 

To start with, you'll need to pull up the W2 and W3 forms from QuickBooks Desktop. Then, export the form so you'll be able to print the forms. You can refer to this article for more detailed steps on printing forms: Print W-2 and W-3 forms

 

To know more about the process of W2 forms, please check out this article for future reference: E-file Federal W-2 Forms.

 

I'm only a post away should you have any follow-up questions. Take care and have a good one.

Level 2

Re: QuickBooks Desktop Year End Resources

What is puzzling me it prior to 2019 year end I was able to have QB print the W2 & W3 and have fields filled in. Now only W2 prints. No W3.

Moderator

Re: QuickBooks Desktop Year End Resources

Hi, sprints.

 

You have the option to choose the W-3 when printing the form. Below are the steps to complete the process.

 

  1. On the Employee Center's screen, go to the File Forms tab.
  2. Choose the Annual Form W-2/W-3 form and hit Create form.
  3. Select the Filing Period and tap OK.
  4. On the Payroll Tax Form, click the Print for your Records... button at the bottom.
  5. Select W-3, 1 per page.
  6. Hit Print PDF.

I'm including some related articles about printing W-2's and W-3's in QuickBooks:

 

Anytime you have questions about printing payroll forms or QuickBooks Desktop, you can post them in the comment section below and I'd be happy to answer. Have a nice day.

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